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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,587 | $93,346-91.9% | $71,796-89.4% | $273,972-97.2% |
| Participation rate | 54.5% | 76.5%-22.0pp | 69.1%-14.6pp | 83.0%-28.5pp |
| Annual return | 4.64% | 130.39%-125.7pp | 78.04%-73.4pp | 41.46%-36.8pp |
| Employer contribution / active EE | $535 | $2,733-80.4% | $1,924-72.2% | $4,869-89.0% |
| Participant deferral / active EE | $651 | $3,475-81.3% | $2,794-76.7% | $5,287-87.7% |
| Admin fee / account holder | $40 | $6,571-99.4% | $4,815-99.2% | $10,133-99.6% |